Importing your bank and credit card transactions into QuickBooks Desktop saves time, improves accuracy, and makes you a better money manager. These days, accounting software and websites allow you to set up online connections to your financial institutions and download cleared transactions. If you’re new to QuickBooks or you haven’t set up online banking yet, […]
Downloading Online Banking/Credit Card Transactions in QuickBooks Online, Part 2
Last QBO blog, we walked you through the mechanics of online banking and credit card online transactions and described the process of reviewing imported transactions, exploring concepts like: Categorizing them, and marking them as billable Adding them to an account register; matching them to related transactions; or transferring them to another account Using Batch actions to process […]
Downloading Online Banking/Credit Card Transactions in QuickBooks Online, Part 1
QuickBooks Online was built to work with transactions downloaded from your online financial institutions. Here’s how to download online banking/credit card transactions. First Steps If you’re a new subscriber, you may not have established these critical links yet. It’s an easy process. Start by clicking the Banking link in the left vertical navigation pane. In the upper […]